Filed August 7, 2013 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $45,500 |
APW CAPITAL INC1+ years Service code 55 · EIN 03-0394724 | Other Commissions | $25,183 |
AMERICAN PORTFOLIOS FINANCIAL1+ years Service code 55 · EIN 11-3018002 | Other Commissions | $23,639 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,670 |
COMPREHENSIVE FINANCIAL PLANNING1+ years Filed as: COMPREHENSIVE ASSET MANAGEMENT & S Service code 55 · EIN 22-3526587 | Other Commissions | $4,823 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $160,059-100.0% | $140,019-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.5%-87.5pp | 82.6%-82.6pp |
| Annual return | -74.92% | 911.48%-986.4pp | 651.17%-726.1pp | 519.81%-594.7pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |